Other · DOL Form 5500 · 2022
Jeffrey V. Puff Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $202,078
- Avg per participant Above avg balance/head
Official DOL plan name: Puff, Sierzega & Macfeeters LLC Tr · Sponsored by Jeffrey V. Puff · New Jersey · Professional & Technical Services
$5M in assets, 24 participants
Jeffrey V. Puff's Puff, Sierzega & Macfeeters LLC Tr reported $5M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,294 in Professional & Technical Services (21,562 peers)
Jeffrey V. Puff multi-year trail
Jeffrey V. Puff's plans moved +31.8% in assets from 2022 to 2024; this filing shows Puff, Sierzega & Macfeeters LLC Tr at $5M / 24 participants.
- #10,294
- in Professional & Technical Services (21,562 peers)
- -24.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Puff, Sierzega & Macfeeters LLC Tr's mid-pack asset rank among Professional & Technical Services and all filers
Puff, Sierzega & Macfeeters LLC Tr vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,849,879 Top 50% higher than 50% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Puff, Sierzega & Macfeeters LLC Tr among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puff, Sierzega & Macfeeters LLC Tr is a small filing (24 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 222872738 · Jeffrey V. Puff PY 2022 · Other
Puff, Sierzega & Macfeeters LLC Tr · $5M · 24 · 50th
- PART $5M
- PART 24
- PART 50th
- PART Other
- PART near Concepts Salary Deferral 403(b) Plan
- PART ind #10294
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New Jersey →
Puff, Sierzega & Macfeeters LLC Tr in the asset neighbourhood
Jeffrey V. Puff multi-year asset trail
Sponsor-wide plan assets over time
All Jeffrey V. Puff plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 31.782133121259314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $5M |
| 2023 | 1 | 23 | $5M |
| 2024 | 1 | 17 | $6M |
Jeffrey V. Puff filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 222872738 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Puff, Sierzega & Macfeeters LLC Tr's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Concepts Salary Deferral 403(b) Plan in NY ($5M); by covered participants it is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan (NY) 24 · 0 off
- 403 B (CO) 24 · 0 off
- Mountain Area Child and Family Center (NC) 24 · 0 off
- Tax Deferred Annuity Plan of Dynamic Youth Community, Inc. (NY) 24 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.